Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,145 | $102,382-84.2% | $147,005-89.0% | $80,874-80.0% |
| Participation rate | 24.0% | 75.8%-51.8pp | 82.2%-58.2pp | 67.6%-43.6pp |
| Annual return | 16.75% | 134.89%-118.1pp | 418.76%-402.0pp | 35.62%-18.9pp |
| Employer contribution / active EE | $1,742 | $3,715-53.1% | $4,934-64.7% | $2,756-36.8% |
| Participant deferral / active EE | $2,929 | $6,646-55.9% | $8,070-63.7% | $4,297-31.8% |
| Admin fee / account holder | $198 | $7,942-97.5% | $13,006-98.5% | $6,935-97.1% |